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Heckerling Institute Summary – Part 2

  • Post author:RHG Legal Editors
  • Post published:March 11, 2023
  • Post category:Estate Planning

As discussed in last month’s blog, the Heckerling Institute on Estate Planning is a five-day long program which takes place in Orlando, Florida. In our prior blog, we discussed the Secure 2.0 Act and the new Corporate Transparency Act of…

Continue ReadingHeckerling Institute Summary – Part 2

Heckerling Institute Summary – Part 1

  • Post author:RHG Legal Editors
  • Post published:February 6, 2023
  • Post category:Estate Planning

Topics for this year focused on: The Secure 2.0 Act; Inflation Reduction Act; lessons in estate planning for the middle rich; trust situs issues; installment obligations; firing clients; and the United States Department of Treasury Greenbook, which focuses on tax proposals for the upcoming year(s).

Continue ReadingHeckerling Institute Summary – Part 1
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